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← Upshop

Senior FP&A Analyst

Upshop
Location
Austin, Texas, United States, Miami, Florida, United States, Mississauga, Ontario, Canada
Posted
9 days ago
Department
Finance
What they actually want (must-haves)
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role
  • Demonstrated ability to build driver-based financial models from source data
  • Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow
  • Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) to speed up analysis, documentation, or reporting
  • Advanced Excel: complex formulas, pivots, lookups, data validation, and model design
Nice to have
  • Experience with Upshop's actual planning/BI stack, e.g., NetSuite and Adaptive Planning
  • SQL or Python a plus for larger datasets
  • SaaS, technology, or private-equity-backed operating environment experience
  • Progress toward CPA or CFA
  • Retail, grocery, convenience, or multi-location operations experience.
What the job really is

As a Senior FP&A Analyst at Upshop, you will be responsible for executing the monthly FP&A cycle, including financial reporting and variance analysis, while building and maintaining driver-based financial models. You will collaborate with various departments to analyze key SaaS metrics and produce executive-ready presentations. The role emphasizes the use of AI and automation to enhance financial processes and requires a hands-on approach to financial modeling and data analysis.

Benefits
  • Direct exposure to senior Finance leaders and real business decisions
  • Help build modern FP&A capability — driver-based planning, scenario modeling, AI-enabled workflows
  • Broad exposure across a global, growing SaaS business
  • Collaborative, entrepreneurial team that values ownership and rigor
  • Competitive compensation, flexible work arrangements, and real growth path.
Things to weigh
  • No salary listed
  • The role requires hands-on experience with AI tools and complex financial modeling, which may not suit all candidates.
  • The preferred qualifications are not mandatory, which may lead to a competitive applicant pool with diverse backgrounds.
Job score3.2/5
Benefits3/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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